Domestic Equity
Strong earnings, AI investment, and resilient economic data supported equities during the second quarter as our team remains focused on identifying high-quality businesses for the long term.
Read Article
Global Equity
Global small cap markets continue to offer differentiated opportunities, where company-specific fundamentals can matter more than broad market narratives.
Read Article
Domestic Equity
As investors look beyond the largest companies for growth opportunities, small and mid cap equities continue to offer a broad and dynamic investment landscape. Joe Craigen discusses the team’s long-term, bottom-up approach to investing and thoughtful risk management across market cycles.
Read Article
Domestic Equity
An energy-price shock ended the S&P 500 rally and sparked a correction — Energy surged while AI fears hit Tech. Read our Domestic Equity commentary.
Read Article
Global Equity
Global equities reversed in March amid Iran-related conflict. We assess energy risks, inflation implications, and where quality can win.
Read Article
Domestic Equity
US equities soared in the third quarter, led by AI and tech. Small caps outperformed, gold hit record highs, and Fed rate cuts boosted market optimism.
Read Article
Global Equity
Global equities rose in 2025, with non‑US markets outperforming as shifts in trade, currency, and valuations created compelling international opportunities.
Read Article
Domestic Equity
US equities soared in the third quarter, led by AI and tech. Small caps outperformed, gold hit record highs, and Fed rate cuts boosted market optimism.
Read Article
Global Equity
Global small caps rose in 3Q2025. Our team favors steady, undervalued companies, choosing to focus on fundamentals over market hype.
Read Article